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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,046 | $59,332-51.0% | $90,223-67.8% | $59,633-51.3% |
| Participation rate | 52.8% | 71.9%-19.1pp | 79.0%-26.3pp | 68.7%-15.9pp |
| Annual return | 0.80% | 3.25%-2.5pp | 1.31%-0.5pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $290 | $3,031-90.4% | $4,378-93.4% | $2,203-86.8% |
| Participant deferral / active EE | $3,174 | $4,369-27.4% | $5,792-45.2% | $3,192-0.6% |
| Admin fee / account holder | $11,096 | $5,032+120.5% | $7,406+49.8% | $4,297+158.2% |